INTERESTME FINANCIAL PLANNING LIMITED

• Principal Place of Business

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442038580660

  Web

  http://www.interestme.co.uk

• Complaints Contact

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442038580660

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arceh Gerard Barretto Barrientos

  IRN AXB00281

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2024)
  • CF30 Customer (since 8 Nov 2023)
• Christopher Peter Long

  IRN CPL01047

  • CF1 Director (AR) (since 30 Jul 2025)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF11 Money Laundering Reporting (20 Oct 2015 to 1 Jun 2018)
  • CF10 Compliance Oversight (20 Oct 2015 to 1 Jun 2018)
  • CF1 Director (15 Jul 2014 to 8 Dec 2019)
• Daniel Lamont

  IRN DXL01428

  • CF30 Customer (28 Feb 2017 to 31 Jan 2018)
• Daniel Peter Mole

  IRN DXM11135

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 8 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 22 Aug 2022)
• David Robert Kelly

  IRN DRK01037

  • CF30 Customer (12 Oct 2011 to 28 Apr 2017)
  • CF11 Money Laundering Reporting (12 Oct 2011 to 20 Oct 2015)
  • CF10 Compliance Oversight (12 Oct 2011 to 20 Oct 2015)
  • CF1 Director (12 Oct 2011 to 21 Apr 2017)
  • Responsible for Insurance Mediation (12 Oct 2011 to 21 Apr 2017)
• Duarte Alexandre Avelino Murray Martins

  IRN DXM00502

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 29 Apr 2025)
  • [FCA CF] Functions requiring qualifications (since 7 Apr 2025)
• Ewan William Donald

  IRN EWD01012

  • CF30 Customer (22 Nov 2011 to 31 Dec 2012)
• Gary Paul Beesley

  IRN GPB01118

  • CF30 Customer (10 Jan 2022 to 29 Sep 2023)
  • [FCA CF] Functions requiring qualifications (6 Sep 2021 to 29 Sep 2023)
• James Patrick Egan

  IRN JPE01063

  • [FCA CF] Functions requiring qualifications (1 May 2020 to 25 May 2022)
  • CF30 Customer (16 Jun 2017 to 26 Apr 2018)
• Luca Giuseppe Giorgetti

  IRN LGG01015

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 18 Jun 2020)
  • SMF16 Compliance Oversight (since 18 Jun 2020)

• INTERESTME ADVISERS LIMITED

  FRN 807530 · Appointed 26 Apr 2018

• Advisability Limited (no longer appointed)

  FRN 744506 · Appointed 20 Dec 2017 · Until 7 Jun 2023

• Thistle Consulting (no longer appointed)

  FRN 568589 · Appointed 14 Nov 2011 · Until 25 Mar 2014

No changes recorded yet.